Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew McGee is a financial advisor at UBS Financial Services Inc. Matthew has been in the financial services industry since December 2013. Matthew has a Series 66, Series 10, Series 9, Series 7 and SIE license. Matthew is registered with the state of Indiana, Michigan and Ohio. Matthew's prior firm was MORGAN STANLEY in Columbus, OH. Matthew specializes in providing financial advice to individuals, corporations, high-net-worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, business development companies, state or municipal government entities, and sovereign wealth funds and foreign official institutions. Matthew has a proven track record of success in providing investment advice and wealth management services to a diverse clientele. Matthew is committed to providing personalized financial guidance to help clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
OH
08/22/2014 - Present
UBS Financial Services Inc. (CINCINNATI OH)
OH
12/16/2013 - 07/05/2014
MORGAN STANLEY (COLUMBUS OH)
BOTH
Issued 08/20/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/23/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/17/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2013
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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